Availability: Some of the features described in this article are only available in the Pro and Premium Edition.
System fields contain additional project information such as Total Cost or Status. Learn below which fields in Meisterplan can be found where and how fields with financial information are calculated.
General: Fields in Meisterplan
In Meisterplan, fields contain project-specific details, e.g., Approved Total Effort or Cost Type. To manage custom details, you can create and configure additional Project Fields. System fields cannot be configured and often consist of calculated values.
System Fields: Availability in Views and Calculation
Every Meisterplan project comes with system fields that cannot be configured or deleted. They are not listed under Manage > Custom Project Fields (exception: in the Project Fields view, you can configure options for the Status system field (e.g., "critical")).
You can find an overview of pre-configured project fields in the Manage Project Fields article.
Overview: System Fields for General Information
| Field Name | Details | Available in View | Available in API | Calculation/Definition |
|
Approved Budget |
In the selected currency ($, €, ...) |
Board (Card Configuration) Project List Project Settings Project Overview |
Reporting API REST AP |
- |
|
Business Goal ProPremium |
Defined per project |
Reports Board (Card Configuration) Project List Project Settings Project Overview Roadmap Team Planner (Color Scheme) |
Reporting API REST API |
- |
| Cost Type | Must be defined for all assigned costs (roles, financial events) |
Board (Card Configuration) Project List Project Settings Project Overview Resource Pool (Roles) |
Reporting API REST API |
Either OpEx, CapEx or Benefit |
| Finish Date | Date |
Reports |
Reporting API REST API |
End date of a project or an allocation |
| Finish | Date |
Board (Card Configuration) Portfolio Designer Project List Project Settings Project Overview |
Reporting API REST API |
End date of a project or an allocation |
| Last Changed | Date |
Board (Card Configuration) Project List Project Overview |
Reporting API |
Date the project was last changed, and therefore a non-editable field |
| Name | Need not be unique |
Reports Board (Card Configuration) Project List Project Settings Project Overview Roadmap Team Planner Goals |
Reporting API REST API |
Names of the Project |
| Notes | Maximum number of characters: 32,000 |
Board (Card Configuration) Project List Project Settings Project Overview |
Reporting API |
- |
| Past Allocations |
In days or hours |
Project Settings |
Reporting API |
Allocations for this project from the start of the project until today |
| Planned Allocations |
In days or hours |
Board (Card Configuration) Project List Project Settings Project Overview |
Reporting API |
Sum of all allocations |
| Program Name | - |
Board (Card Configuration) Project List Project Overview |
Reporting API REST API |
Name of the project |
|
Project Planned Allocations |
In days or hours |
Reports |
Reporting API |
Sum of all allocations |
| Project Cost Type | Must be defined per project |
Reports |
Reporting API REST API |
Either OpEx or CapEx |
| Project Last Changed | Date |
Reports |
Reporting API |
Date the project was last changed, and therefore a non-editable field |
| Project Manager | Selection field |
Reports Board (Card Configuration) Project List Project Settings Project Overview Resource Pool Roadmap Team Planner |
Reporting API REST API |
Every resource my be selected as project manager |
| Project Key | For uniquely identifying a project |
Board (Card Configuration) Project List Project Settings Project Overview |
Reporting API REST API |
- |
|
Project Score Pro Premium |
Define project score contributions in the project fields of the Single-select type as well as in the Status field |
Board (Card Configuration) Project List Project Settings Project Overview |
- |
Sum of all project score cantributions in project fields relevant to the project score |
| Rank | - |
Project List Project Settings Project Overview |
Reporting API |
A project's position in the Portfolio Designer's list
|
| Rank Category | - |
Reports Project List Project Overview |
Reporting API |
A project's position in relation to the Must-Have and Cut-Off lines |
| Start | Date |
Board (Card Configuration) Portfolio Designer Project List Project Settings Project Overview |
Reporting API REST API |
Start date of a project or an allocation |
| Start Date | Date |
Reports |
Reporting API REST API |
Start date of a project or an allocation |
| Status |
Single-select Field; You can change the options under Manage > Custom Project Fields |
Board (Card Configuration) Project List Project Settings Project Overview |
Reporting API REST API |
- |
Overview: System Fields for Financial Information
| Field Name | Details | Available in View | Available in API | Calculation/Definition |
| Actual Allocation Costs + Allocation Costs until Today | In the selected currency ($, €, ...) |
Project Details |
- | Sum of allocation costs actually incurred, calculated from the imported actual time worked plus planned allocation costs from the last booking date until today |
| Actual Allocation Costs until 'Last Booking Date' | In the selected currency ($, €, ...) |
Board (Card Configuration) Project List Project Details Project Overview |
- | Sum of actual allocation costs until and including the date mentioned |
| Actual Financial Events Costs + Financial Events Costs until Today |
In the selected currency ($, €, ...) |
Project Details |
Sum of the imported actual financial events costs and planned financial events costs between the last booking date until today | |
| Actual Benefit |
In the selected currency ($, €, ...) |
Board (Card Configuration) Project List Project Overview Reports |
Reporting API, REST API |
Sum of all actual financial events of the type Benefit |
| Actual Costs | In the selected currency ($, €, ...) |
Project Details Reports |
Reporting API, REST API |
Sum of planned costs and actual allocation costs planned as CapEx and OpEx |
| Actual Net Value | In the selected currency ($, €, ...) |
Reports |
Reporting API, REST API |
Actual Benefit - Actual Costs |
| Actual OpEx until 'Last Booking Date' | In the selected currency ($, €, ...) |
Project Details |
- | Sum of actual allocation costs and past financial events costs planned as OpEx until and including the date mentioned |
| Planned Allocation Costs | In the selected currency ($, €, ...) |
Board (Card Configuration) Project List Project Overview |
- | Allocation x cost per hour |
| Approved Budget | In the selected currency ($, €, ...) |
Board (Card Configuration) Portfolio Designer Project List Project Settings Project Overview Reports |
Reporting API, REST API |
- |
| Approved CapEx Budget | In the selected currency ($, €, ...) |
Board (Card Configuration) Portfolio Designer Project List Project Settings Project Overview Reports |
Reporting API, REST API |
- |
| Approved OpEx Budget | In the selected currency ($, €, ...) |
Board (Card Configuration) Portfolio Designer Project List Project Settings Project Overview Reports |
Reporting API, REST API |
- |
| Planned Benefit |
In the selected currency ($, €, ...) |
Board (Card Configuration) Project List Project Overview Reports |
Reporting API, REST API |
Sum of all financial events of the Benefit type |
| CapEx | In the selected currency ($, €, ...) |
Portfolio Designer (Financial Section, Resource Section)
|
Reporting API |
Allocations and financial events of the CapEx type |
| Cost Estimate at Completion | In the selected currency ($, €, ...) |
Board (Card Configuration) Project List Project Details Project Overview |
- |
|
| Deviation of Actual Allocation Costs from Plan | In the selected currency ($, €, ...) or percent |
Board (Card Configuration) Project List Project Overview |
- | The difference between actual allocation costs and planned allocation costs displayed in time unit or percent |
| Deviation of Actual Costs from Plan | In the selected currency ($, €, ...) or percent |
Project Details Reports |
Reporting API, REST API |
The difference between the sum of planned and actuals costs |
| Deviation of Actual Benefit from Plan | In the selected currency ($, €, ...) or percent |
Reports |
Reporting API, REST API
|
The difference between actual and planned benefit. |
| Deviation of Actual Net Value from Plan | In the selected currency ($, €, ...) or percent |
Reports |
Reporting API, REST API
|
The difference between actual and planned net value. |
| Deviation of Cost EAC from Approved Budget | In the selected currency ($, €, ...) or percent |
Board (Card Configuration) Project List Project Details Project Overview |
- | The difference between the Cost Estimate at Completion and the approved budget displayed in time unit or percent |
| Planned Financial Events Costs |
A list of all financial events is available in a project's details; in the selected currency ($, €, ...) |
Board (Card Configuration) Project List Project Overview |
Reporting API |
Sum of all costs of planned financial events in a project |
| Future Allocation Costs | In the selected currency ($, €, ...) |
Board (Card Configuration) Project List Project Details Project Overview |
- | Allocation costs planned in the future |
| Future Financial Events Costs | In the selected currency ($, €, ...) |
Board (Card Configuration) Project List Project Details Project Overview |
- | Financial events costs planned for the future |
| Planned Net Value | In the selected currency ($, €, ...) |
Board (Card Configuration) Project List Project Overview Reports |
Reporting API, REST API |
Planned Benefit minus Total Planned Costs |
| Estimated Net Value at Completion | In the selected currency ($, €, ...) |
Board (Card Configuration) Project List Project Overview |
|
Estimated Benefit at Completion minus Cost Estimate at Completion |
| Planned OpEx | In the selected currency ($, €, ...) |
Portfolio Designer (Financial Section, Resource Section)
|
Reporting API |
In the Resource Section: allocation costs In the Financial Section: (allocation x cost per hour) + financial events of the CapEx type |
| Past Allocation Costs | In the selected currency ($, €, ...) |
Project Details
|
Planned allocation costs that are in the past (if no actual time worked is imported) | |
| Past Financial Events Costs | In the selected currency ($, €, ...) |
Project Details |
- | Financial events costs added to the project that are in the past |
| Planned Allocation Costs until 'Last Booking Date' | In the selected currency ($, €, ...) |
Board (Card Configuration) Project List Project Details Project Overview |
- | Sum of planned allocation costs until and including the date mentioned |
| Planned Financial Events Costs until 'Last Booking Date' |
In the selected currency ($, €, ...) |
Board (Card Configuration) Project List Project Details Project Overview |
Sum of planned financial events costs until and including the date mentioned | |
| Planned CapEx | In the selected currency ($, €, ...) |
Board (Card Configuration) Project List Project Overview |
Reporting API |
Financial events + allocations of the CapEx type |
| Planned CapEx until 'Last Booking Date' | In the selected currency ($, €, ...) |
Project Details |
- | Sum of allocation costs and financial events costs planned as CapEx until and including the date mentioned |
| Planned Costs | In the selected currency ($, €, ...) |
Project Details |
- | Sum of costs planned as CapEx and OpEx |
| Planned OpEx | In the selected currency ($, €, ...) |
Board (Card Configuration) Project List Project Overview
|
Reporting API |
Sum of all OpEx costs: financial events of the OpEx type + allocations of the OpEx type |
| Project OpEx | In the selected currency ($, €, ...) |
Reports |
Reporting API |
Financial events of the OpEx type + allocations of the OpEx type |
| Project Net Value | In the selected currency ($, €, ...) |
Reports |
Reporting API |
Project benefit minus project total planned costs |
| Project Total Planned Costs | In the selected currency ($, €, ...) |
Reports |
Reporting API |
CapEx + OpEx |
| Project CapEx |
In the selected currency ($, €, ...) |
Reports |
Reporting API |
Financial events of the CapEx type + allocations of the CapEx type |
| Project Benefit | In the selected currency ($, €, ...) |
Reports |
Reporting API |
Sum of all financial events of the Benefit type |
| Total Planned Costs | In the selected currency ($, €, ...) |
Board (Card Configuration) Portfolio Designer (Financial Section) Project List Project Settings Project Overview |
Reporting API |
OpEx (=all allocations and financial events of the OpEx type) + CapEx (=all allocations and financial events of the CapEx type) |
Overview: System Fields for Actuals - Time Worked Information
| Field Name | Details | Available in View | Available in API | Calculation/Definition |
| Actual Time Worked | Imported using the Quick Import: Actual Time Worked |
Board (Card Configuration) Project List Project Settings Project Overview |
Reporting API REST API |
Sum of imported Actual Time Worked up until and including the last booking date |
| Approved Total Effort |
In days or hours |
Board (Card Configuration) Project List Project Settings (Custom Sections and Allocation Tracker) Project Overview |
Reporting API REST API |
In the Allocation Tracker, the field value is compared with Planned Allocations or the Estimate at Completion. |
| Deviation of EAC from Approved Total Effort (%) | In percent |
Board (Card Configuration) Project List Project Settings Project Overview |
- |
Estimate at Completion (EAC) minus Approved Total Effort |
| Deviation of EAC from Approved Total Effort (in time unit) | In days or hours |
Board (Card Configuration) Project List Project Settings Project Overview |
- | Estimate at Completion (EAC) minus Approved Total Effort |
| Deviation of Actual Time Worked from Plan (%) | In percent |
Board (Card Configuration) Project List Project Settings Project Overview |
- | Planned Allocations Total minus Actual Time Worked |
| Deviation of Actual Time Worked from Plan (in time unit) | In days or hours |
Board (Card Configuration) Project List Project Settings Project Overview |
- | Planned Allocations Total minus Actual Time Worked |
| Deviation of EAC from Planned Allocations Total | In days, hours or percent |
Project Settings |
- |
Estimate at Completion (EAC) minus Planned Allocations Total |
| Deviation of Planned Allocations Total from Approved Total Effort | In days, hours or percent |
Project Settings |
- |
Planned Allocations Total minus Approved Total Effort |
| Estimate at Completion (EAC) | In days or hours |
Board (Card Configuration) Project List Project Settings Project Overview |
- |
|
| Last Booking Date | For a project |
Board (Card Configuration) Project List Project Settings Project Overview |
Reporting API REST API |
Most recent date on which Actual Times Worked was imported |
|
Planned Allocations until [last booking date] |
Date |
Board (Card Configuration) Project List Project Settings Project Overview |
- |
Sum of all allocations from the project start up to and including the last booking date |
| Future Allocations |
Per project; In days or hours |
Board (Card Configuration) Project List Project Settings Project Overview |
Reporting API |
Planned Allocations from today until the end of the project |